As discussed in our 2022 credit sector outlook piece, Break with tradition in 2022, we see opportunities in a few nontraditional credit sectors that stand out to us as having a higher probability of generating excess returns in the months ahead.
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.
Portfolio Managers Campe Goodman and Tara Stilwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.
Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.